See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,592 | $111,754-75.3% | $103,333-73.3% | $145,922-81.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 65.63% | 24.77%+40.9pp | 24.88%+40.7pp | 561.29%-495.7pp |
| Employer contribution / active EE | $2,906 | $4,212-31.0% | $3,868-24.9% | $4,660-37.6% |
| Participant deferral / active EE | $5,594 | $5,619-0.4% | $5,057+10.6% | $6,688-16.4% |
| Admin fee / account holder | $20 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |